JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.6B
AUM Growth
-$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1 +$152M
2 +$128M
3 +$121M
4
DLTR icon
Dollar Tree
DLTR
+$119M
5
SCHW icon
Charles Schwab
SCHW
+$83.6M

Top Sells

1 +$205M
2 +$120M
3 +$119M
4
NVDA icon
NVIDIA
NVDA
+$116M
5
EOG icon
EOG Resources
EOG
+$109M

Sector Composition

1 Technology 23.84%
2 Financials 14.08%
3 Consumer Discretionary 11.3%
4 Communication Services 10.74%
5 Healthcare 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LAD icon
376
Lithia Motors
LAD
$7.79B
$548K ﹤0.01%
+1,734
ABBV icon
377
AbbVie
ABBV
$397B
$532K ﹤0.01%
2,297
-290,801
HBM icon
378
Hudbay
HBM
$6.71B
$525K ﹤0.01%
+34,631
BL icon
379
BlackLine
BL
$3.34B
$524K ﹤0.01%
+9,873
APP icon
380
Applovin
APP
$210B
$497K ﹤0.01%
691
-82,336
KAR icon
381
Openlane
KAR
$2.72B
$494K ﹤0.01%
+17,169
EXE
382
Expand Energy Corp
EXE
$28.9B
$490K ﹤0.01%
4,610
+636
HBAN icon
383
Huntington Bancshares
HBAN
$25.8B
$464K ﹤0.01%
+26,894
HSII icon
384
Heidrick & Struggles
HSII
$1.22B
$445K ﹤0.01%
8,936
-4,627
AMG icon
385
Affiliated Managers Group
AMG
$7.55B
$386K ﹤0.01%
+1,619
OMCL icon
386
Omnicell
OMCL
$1.62B
$362K ﹤0.01%
+11,897
EGO icon
387
Eldorado Gold
EGO
$6.3B
$353K ﹤0.01%
+12,218
OSBC icon
388
Old Second Bancorp
OSBC
$999M
$337K ﹤0.01%
19,522
-7,329
WSR
389
Whitestone REIT
WSR
$670M
$337K ﹤0.01%
+27,468
FUTU icon
390
Futu Holdings
FUTU
$23.8B
$330K ﹤0.01%
1,900
-800
PD icon
391
PagerDuty
PD
$1.08B
$306K ﹤0.01%
+18,541
SXC icon
392
SunCoke Energy
SXC
$549M
$284K ﹤0.01%
+34,764
SBRA icon
393
Sabra Healthcare REIT
SBRA
$4.81B
$277K ﹤0.01%
14,843
+3,656
SOLV icon
394
Solventum
SOLV
$14.9B
$268K ﹤0.01%
+3,669
RJF icon
395
Raymond James Financial
RJF
$30.7B
$259K ﹤0.01%
+1,503
KW icon
396
Kennedy-Wilson Holdings
KW
$1.35B
$241K ﹤0.01%
28,992
+5,118
SUPN icon
397
Supernus Pharmaceuticals
SUPN
$2.56B
$231K ﹤0.01%
+4,833
PAHC icon
398
Phibro Animal Health
PAHC
$1.67B
$228K ﹤0.01%
+5,637
UPBD icon
399
Upbound Group
UPBD
$1.05B
$226K ﹤0.01%
+9,544
IESC icon
400
IES Holdings
IESC
$7.99B
$217K ﹤0.01%
546
-194